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Free cpe webinars
How Smart Firms Streamline Their Operations

HOW SMART FIRMS STREAMLINE THEIR OPERATIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 25, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Managing a busy accounting, bookkeeping, or tax practice isn’t easy. You’ve got so many things to juggle and there are never enough hours in the day. Security, staff productivity, and client satisfaction are top of mind for most firm owners but how do you balance all three, given that many tech solutions are strong on one dimension, and weak on the others?

Join Chris Farrell, CEO of LiscioCX, and Bob Hollander, CEO of Swizznet, as they share key strategies you can employ to significantly simplify your tech stack in order to delight clients and enable staff to enjoy their most productive workdays ever. Security, ease of use, and delight for clients and staff do not have to be incompatible - if you know the simple path to follow, you CAN “have it all”. Come and learn the things that top firms do in order to differentiate themselves from their competitors by creating an environment where staff can do the best work of their lives, clients are delighted, security worries are a thing of the past, and profits soar. 

Learning Objectives: 


  • Outline how to streamline communication with clients so they respond quickly 

  • Identify tips to double down on security without driving clients (or staff crazy) 

  • Name strategies to break down data silos to enable speed, accuracy, and delight 

  • State affordable ways to increase your firm’s security without compromising ease of use or speed

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bob Hollander

Visory
President
bhollander@swizznet.com
(888) 794-9948

Visory logo

Bob Hollander is a senior executive in the cloud space having championed the evolution from out-sourced services to private, public and hybrid cloud solutions. As Swizznet’s President, Bob’s objective is to accelerate growth by capturing SMB and midsize companies’ move of their critical accounting applications to the cloud.

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Chris Farrell

Liscio
CEO
chris@liscio.me
(765) 566-7127

Lisciologo

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.